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Best Financial Advisors in Kenosha

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Kenosha, WIKenosha, WI

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Kenosha, WIKenosha, WI

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

777 E Wisconsin Ave, Milwaukee, WI 53202
Milwaukee, WI 53202
Instagram
  • Financial Planning
  • Wealth Management

Baird Milwaukee-Downtown provides Kenosha residents with an assortment of wealth management and financial planning services. Its advisors assess factors like clients' risk tolerance, time horizon, and financial goals like saving for their families' higher education. They use this data to implement custom investment strategies, monitoring and updating them according to changes in the client's circumstances and goals. Peter Duback, the company's managing director, previously worked in the economic analysis division of ICF Consulting and the capital markets division of E*Trade Financial.

777 E Wisconsin Ave, Milwaukee, WI 53202
Milwaukee, WI 53202

InstagramWebsite(414) 765-3500

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

517 East Walworth Avenue, Delavan, WI 53115
Delavan, WI 53115
  • Certified Financial Planner (CFP)

Financial Advisors Inc. serves people throughout Kenosha. It offers financial planning, business services, and tax and accounting assistance. The company was established in 1983 by Irene Vilona-LaBonne, who completed her financial planning course and certification in 1986. She holds multiple licenses, including security licenses Series 7 and 63, along with life, health, disability, and long-term care licenses. Her son, Scott Vilona, joined the firm in 2008 as its in-house CPA. Scott holds a master's degree in business administration and is a member of the AICPA.

517 East Walworth Avenue, Delavan, WI 53115
Delavan, WI 53115

Website(262) 728-2202

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

431 Geneva National Ave. South, Lake Geneva, WI 53147
Lake Geneva, WI 53147
  • Certified Financial Planner (CFP)

FORM Wealth Advisors is a financial planning firm that has been serving Kenosha and the surrounding areas since 2001. Its life services implement and coordinate financial planning points for seven different areas, including lifestyle, insurance, money, investments, taxes, retirement, and estate. It also provides life formation services, which include insurance solutions, investment strategies, and retirement planning. FORM Wealth Advisors was named in Forbes' 2021 Best-In-State Wealth Advisors for Wisconsin and Barron's 2021 Top 1,200 Financial Advisors.

431 Geneva National Ave. South, Lake Geneva, WI 53147
Lake Geneva, WI 53147

Website(262) 686-3005

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Kenosha, WIKenosha, WI
  • Certified Financial Planner (CFP)
  • Financial Planning

Hilltop Financial Advisors is an investment management adviser serving clients in the Kenosha metro. It assists individuals and families in achieving financial goals by creating strategies in financial and retirement planning and investment management. It also provides advisory services for student loan repayment options, setting up a monthly budget, 401(k) analysis, and college savings planning. Owner Erik Kroll is a Certified Financial Planner. He is also a member of the National Association of Personal Financial Advisors.

Kenosha, WIKenosha, WI

Website(414) 944-1867

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6123 Green Bay Rd Ste 260, Kenosha, WI 53142
Kenosha, WI 53142
  • Estate Planning
  • Certified Financial Planner (CFP)

Founded in 2005, Jordan Financial Life Planning provides investment advisory services, including portfolio management, to clients in Kenosha. The company helps clients design a financial framework suitable for their life circumstances and future financial goals. David Jordan, founder, and financial planner, assists clients in cash flow management, insurance analysis, college education planning, retirement accumulation and distribution, and estate planning. He is a member of the Financial Planning Association and has 24 years of financial services experience.

6123 Green Bay Rd Ste 260, Kenosha, WI 53142
Kenosha, WI 53142

Website(262) 656-1141

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

836 Skokie Boulevard, Northbrook, IL 60062
Northbrook, IL 60062
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Oak Wealth Advisors provides financial planning to the Kenosha metro. The services it offers include cash flow planning, risk management, wealth transfer, compensation and benefits planning, charitable gift planning, and retirement planning. The firm follows six implementation guidelines that include reducing investment expenses, minimizing taxes and turnover, maintaining investment discipline, and thinking long-term. Michael C. Walther II, its president and managing member, is a Certified Financial Planner who founded the firm to provide independent planning to families with members with special needs.

836 Skokie Boulevard, Northbrook, IL 60062
Northbrook, IL 60062

Website(847) 945-8888

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

10411 Corporate Drive, Pleasant Prairie, WI 53158
Pleasant Prairie, WI 53158
  • Financial Planning
  • Wealth Management

Spectrum Wealth Advisors provides a variety of financial planning services for clients in Kenosha. Its team of professionals strives to provide tailored plans for the best interests and goals of clients. In addition to wealth management and tax preparation, the firm also handles business services such as accounting, consulting, and succession planning. It was founded in 2014 by CPA Aaron Young and his father, Jamie. They have over 35 years of collective experience in the industry.

10411 Corporate Drive, Pleasant Prairie, WI 53158
Pleasant Prairie, WI 53158

Website(262) 456-3535

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2315 – 30th Avenue, Kenosha, WI 53144
Kenosha, WI 53144
  • Finance Planning

The Schaeffer Financial Group, LLC, helps individuals stretch their household income, plan for retirement, and save for their children's college. With the motto “We’re There When Life Happens,” the Kenosha firm works with its clients in creating investment and insurance plans that cover unexpected life events and secure a future for their families. Gregory Schaeffer has been in the finance industry since 1974. His clientele includes retirees, pre-retirees, and business owners. Schaeffer is a life and qualifying member of the Million Dollar Round Table.

2315 – 30th Avenue, Kenosha, WI 53144
Kenosha, WI 53144

Website(262) 551-8900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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